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Global liquids supply outages peak at 4.6 million b/d
Unplanned supply outages spiked in May and much of June 2016, taking over 4.6 million b/d off the market, the highest level in recent history. The ...
Global Oil Cost Curves and Pre-FID Breakevens – updated H2 2020
The Oil Supply Team have updated their breakeven analysis using the H2 2020 Macro Oils/Oil Supply Tool Long term update. Breakeven costs are assign...
Global oil demand breaking records now and in the future
Despite market concerns regarding a weak global economy, global liquids demand growth has held up and is on track to reach an all-time high this ye...
Global oil demand: 5 risks in 2018
2018 will be a pivotal year for the global oil market. From a macroeconomic standpoint, the impact of policy changes in the US and China are in foc...
Global oil demand: 5 risks in 2019
Global demand is expected to rise by 1.1 million b/d in 2019, reaching an annual average of 100 million b/d. It is based on an easing of global GDP...
Global short-term LNG supply tracker (Q1 2021)
Supplier price response is set to disappear, with focus turning to unplanned outages, maintenances and looming feedgas shortages. Global LNG supply...
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